Getting Sales & Use Tax Right in Dynamics 365: A Practical Playbook

Sales and use tax automation can be difficult to scale when tax, IT, and ERP processes aren’t aligned. For organizations running Microsoft Dynamics 365, getting it right takes more than native functionality.

In this on-demand webcast, experts from Vertex and BDO share a practical playbook for integrating tax and finance in Dynamics 365 to support more accurate, real-time sales and use tax calculations across all business transactions and channels. The panel highlights Dynamics 365 with Vertex O Series and explores how a connected tax and finance approach drives value across the entire organization.

You’ll learn:

• How integrating tax and finance drives benefits across the organization
• The core components of effective real-time sales and use tax automation
• Why transaction data mapping, ERP configuration, and integration design are essential to sales and use tax compliance
• Where implementations commonly break down – and how tax and technology teams can build a more sustainable operating model

Featured speakers:

• Pat Esposito – Director, Global Technology Partners (Microsoft), Vertex
• Nick Skarlatos – Managing Director, National Indirect Tax Automation Practice Leader, BDO
• Paul Langowski – Managing Director, Enterprise Business Applications, BDO
• Eric Ng – Tax Director, State & Local Indirect Tax Automation, BDO